Order Process Checklist
You may print this form and use it to go through the steps of logging in and processing a new order and Gift Certificate*. Some of the steps are described in detail in the following pages of this manual.
*Gift Certificate sections may be skipped if you do not have the Instant Gift Certificate application installed on your store.
| Open browser to your admin panel address |
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estore.conceptheaven.com/clients/ /estore/admin/
Enter your 4 character Locator Code in the space between '...clients/' and '/estore...' e.g. '...clients/abcd/estore...' |
| Navigate to your 'Order Manager' |
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| Check for orders with a status of 'Pending' |
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By default the orders apear in the list in date order and there may be pending orders below orders with another status. It is recommended you filter your order list using the 'Pending Orders' sub page in the navigation panel. |
| In the 'Order' column click on the order # for that order |
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The order number is a clickable link to the far left of the row in the order list. e.g. 'ABCD-18' |
| Record the order details and process the payment |
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This screen contains all of the data required to process the order, including billing and shipping addresses, products ordered, shipping method and payment totals / card details. We recommend you do not print this screen as it contains the full credit card number. |
| Return to the Pending Orders screen |
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At the top of the Order Details screen is a link called 'List Orders' that will return you to the Pending Orders' screen |
| Change the order's status |
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In the row for that order there is a dropdown box in the 'Order Status' column. This dropdown will allow you to choose a new status. Choosing a status from the dropdown will immediately refresh the page and update the status, there is no button press required. |
| Change the Gift Certificate Status |
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If you have the Instant Gift Certificates application installed the status will be displayed. The default is 'Inactive'. Click the G.C. Status to display the Gift Certificate details and use the 'g.c. status' dropdown to update the status. You would need to check the 'Email Sent' checkbox before hitting Update in order to generate and send the Emailed Gift Certificate to the recipient. You may also wish to print this screen to keep a hard copy record of the Gift Certificate number, status and opening balance. |
| Edit the order if required / Delete the Card Number |
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The 'Edit' order link can be found to the far right of the order row. You would only need to edit an order if you identify an obvious error or ommission / the customer informs you that they made an error or if you wish to add internal notes to the order for future reference. On this screen is a box containing the card number. Clear this box and then click the Update button at the bottom of the page to delete it. NOTE: once you have deleted the card number it is not recoverable. |
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